Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keep More, Grow More: 5 Tax-Efficient Investment Strategies
Ready to optimize your portfolio and reduce your tax burden? Discover 5 tax-efficient investment strategies that could help.
Tax-Loss Harvesting: A Tax Strategy to Consider
Not every investment will be a winner, but a strategy called tax-loss harvesting can potentially lower your tax bill.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What’s My 2025 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
Making Cash Flow Count with Tax-Smart Strategies
Discover how managing your cash flow can help you improve your tax situation and move closer to your long-term goals.
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Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?